Home Care

Courses tagged with "Home Care"

Designed as a continuation of the Home Care Fundamental Clinical Medical learning. Course coverage includes the clinical documentation, intake process, client and employee centers, company setup and portals. Successful completion of this course, along with the completion of the Home Care Fundamental Clinical Medical course, will result in the awarding of the Axxess Home Care Clinical Medical Certification certificate and badge. Prior completion of the Home Care Fundamental Clinical Medical course is encouraged.

Program Content:
5 courses - 18 videos - 1h 15m total length

Clinical Documentation

  • Orders Management Part 1
  • Orders Management Part 2 
  • Orders Co-Signature 
  • Supervisory Visits  
  • Emergency Preparedness Report
Documentation Review
  • QA Center 
  • OASIS Assessment Part 1
  • OASIS Assessment Part 2 
  • Plan of Care Review Part 1 
  • Plan of Care Review Part 2
Client Documentation
  • Hospitalization Hold Process
  • Client Chart Part 1 
  • Client Chart Part 2 
  • Document Management: Documents Overview
Company Setup
  • Company Setup: Clinical Tab 
  • Company Setup: Client Chart Information 
  • Admin Lists Part 1 
  • Admin Lists Part 2
Portals
  • Family Portal
  • Physician Portal

Category: Medical
Price: Free
Course rating: 5.0(1)
Designed to benefit all levels of providers who deliver home care to medical clients. This course provides industry training on home care regulations, visit documentation and visit verification. Those who successfully complete this program will receive the Axxess Home Care Clinical Fundamental Certification certificate and badge. There are no prerequisites.

CEUs: 4

Program Content:
8 courses - 33 videos - 2h 34m total length 

Introduction to Home Care
  • Introduction to Axxess Training and Certification 
  • Axxess Home Care Overview
Home Care Regulations
  • Client Rights  
  • Infection Control and Prevention 
  • Advance Directives 
  • Complaints and Incidents
Getting Started in Home Care
  • My Account 
  • My Schedule 
  • Communication Notes 
  • Secure Messaging 
  • Client Center
Documentation Part 1
  • Skilled Nurse Visits 
  • Creating Orders 
  • Vital Sign Charts 
  • Medication Profile and eMAR 
  • Treatment Profile and eTAR
Documentation Part 2
  • Seizure Log 
  • Suction Log 
  • Ventilator Log 
  • Incident and Accident Log 
  • Infection Log 
  • Input and Output Log
Documentation Part 3
  • Wound Care Flowsheet 
  • Continuous Care Flowsheet 
  • Infectious Disease Profile 
  • Immunization Profile and Allergy Profile
Documentation Part 4
  • Missed Visits
  • Electronic Visit Verification 
  • Reviewing Documents Returned from QA

Category: Medical
Price: Free
Course rating: 4.7(3)

Designed as a continuation of the Home Care Fundamental Non-Clinical learning. Course coverage includes the intake process, client and employee centers, documentation setup and review. Successful completion of this course, along with the completion of the Home Care Fundamental Non-Medical course, will result in the awarding of the Axxess Home Care Clinical Non-Medical Certification certificate and badge. Prior completion of the Home Care Fundamental Non-Medical Clinical course is encouraged.

Program Content:
4 courses - 14 videos - 53m total length

Intake and Client Center
  • Intake Process 
  • Client Chart Part 1
  • Client Chart Part 2 
  • Incident and Accident Log 
  • Infection Log
  • Family Portal
Employee Center
  • Employee Permissions 
  • Personnel Notes
Documentation Setup
  • Company Setup: Custom Care Documentation
  • Company Setup: Document Management, Scoring Lists and Service Plans 
  • Service Documentation Part 1
  • Service Documentation Part 2
Documentation Review
  • Pending Co-Signature 
  • QA Center 
  • Missed Visits

Category: Non-Medical
Price: Free
Course rating: 4.0(1)

Designed to benefit all levels of providers who deliver home care to non-medical clients. This course provides annual compliance training as well as tutorials on home care regulations, visit documentation and visit verification. Those who successfully complete this program will receive the Axxess Home Care Caregiver Certification certificate and badge. There are no prerequisites.

CEUs: 4

Program Content:
5 courses - 19 videos - 1h 42m total length

Introduction to Home Care

  • Introduction to Axxess Training and Certification
  • Axxess Home Care Overview
Home Care Regulations
  • Client Rights
  • Infection Control and Prevention 
  • Advance Directives
  • Complaints and Incidents
Getting Started in Home Care
  • My Account 
  • My Schedule 
  • Communication Notes 
  • Secure Messaging 
  • Client Center
Documentation in Home Care
  • Editing Document and Service Documentation 
  • Electronic Visit Verification 
  • Mobile Documentation 
  • Reviewing Documents Returned from QA

Category: Non-Medical
Price: Free
Course rating: 5.0(1)

Designed as a continuation of the Home Care Financial Fundamental course. This course covers the home care month-end suite of reports as well as the Axxess Revenue Cycle Management (RCM) solution. Successful completion of this course, along with the Home Care Financial Fundamental course, will receive their Axxess Home Care Financial Certification certificate and badge. Prior completion of the Home Care Financial Fundamental course is encouraged.

Program Content:
3 courses - 10 videos - 38m total length

Home Care Month End Suite Part 1

  • Introduction to Axxess Month End Reporting
  • Month End AR Report
  • Month End AR Roll Forward
Home Care Month End Suit Part 2
  • Month End Payment and Adjustment Activity 
  • Month End Earned Revenue
  • Month End Claim and Invoice Activity Report
Home Care Axxess RCM Review
  • RCM Dashboard Overview Part 1
  • RCM Dashboard Overview Part 2 
  • RCM Clearinghouse Overview Part 1 
  • RCM Clearinghouse Overview Part 2

Category: Financial
Price: Free
Course rating: 5.0(1)

Designed to benefit providers who require training on home care billing and the managed care workflow. There are no prerequisites.

Program Content:
4 courses - 12 videos - 58m total length

Introduction to Home Care

  • Introduction to Axxess Training and Certification
  • Axxess Home Care Overview
Home Care Billing Part 1
  • Billing Starts with Operations Home Care RCM
  • Creating and Sending Invoices Part 1 
  • Creating and Sending Invoices Part 2
Home Care Billing Part 2
  • Outstanding Invoices and Invoice Verification 
  • Invoice History and Tracking 
  • Posting Payments and Adjustments
Managed Care Fundamentals
  • Create Claims 
  • Outstanding Claims and Claim Verification 
  • Claims History and Tracking
  • Claims Submission and Submission History

Category: Financial
Price: Free
Course rating: 5.0(1)

Designed as a continuation of the Home Care Operational Fundamental course. This course benefits home care operational staff with roles related to setting up new employees as well as configuring Company Setup for their organization. Those who successfully complete this course, along with the Home Care Operational Fundamental course, will receive their Axxess Home Care Operational Certification certificate and badge. Prior completion of the Home Care Fundamental Operational course is encouraged.

Program Content:
5 courses - 18 videos - 1h 5m total length

Employee Setup

  • Employee Compliance Report
  • License Manager
  • Employee Permissions 
  • Personnel Notes
Company Setup Part 1
  • Company Setup: Information
  • Company Setup: External Integrations 
  • Company Setup: Billing and Finance 
  • Company Setup: Payroll Policy 
  • Company Setup: License and Compliance
Company Setup Part 2
  • Company Setup: Clinical Tab 
  • Company Setup: Scheduling
  • Company Setup: Custom Care Documentation 
  • Company Setup: Document Management, Scoring List and Plan Association
Company Setup Part 3
  • Company Setup: Pay Rates 
  • Company Setup: Payroll Holidays 
  • Company Setup: Client Chart Information
Business Intelligence
  • Introduction to Business Intelligence
  • Axxess BI Key Performance Metrics

Category: Operational
Price: Free
Course rating: 5.0(1)

Designed for home care office staff tasked with new patient inquiries or referrals, scheduling, employee management, authorizations and payroll. This course also contains annual compliance training. There are no prerequisites.

Program Content:
10 courses - 30 videos - 2h 16m total length

Introduction to Home Care

  • Introduction to Axxess Training and Certification
  • Axxess Home Care Overview
Getting Started with Home Care Operations Part 1
  • Axxess Planner for Office Staff
  • My Account 
  • Secure Messaging
Getting Started with Home Care Operations Part 2
  • New Inquiry 
  • Referral Entry 
  • Client Admission 
  • Client Contacts 
  • Client Center 
  • Family Portal
Scheduling Part 1
  • Schedule Center Menu
  • Schedule Center Matching 
  • Scheduling Action Icons and Quick Details
Scheduling Part 2
  • Schedule Conflict Filtering
  • Unassigned Shifts 
  • Organization Schedule
  • Copy Week
Employee Management Part 1
  • Creating an Employee Part 1
  • Creating an Employee Part 2 
  • Licenses and Compliance
Employee Management Part 2
  • Employee Availability
  • Employee Infectious Disease Profile
Payers and Authorizations
  • Adding Payers and Insurance
  • Managing Authorizations
  • Adding Pay Rates
Payroll and Reporting
  • Processing Payroll
  • Report Center

Category: Operational
Price: Free
Course rating: 5.0(1)

This course provides a comprehensive overview of Axxess intelligence and its role as the data and analytics foundation across all Axxess solutions. Learners will explore the core concepts behind Axxess intelligence, its value proposition and how it enables organizations to transform data into actionable insights. The course introduces how intelligence is embedded across the Axxess ecosystem to support informed decision-making, operational efficiency and proactive care delivery.

Participants will gain hands-on understanding of key capabilities such as Ask Axxess, predictive analytics and cross-solution intelligence features. The course demonstrates how to leverage Axxess intelligence to identify trends, anticipate outcomes and drive performance improvements across clinical, operational and financial workflows. 

By the end of the course, learners will be equipped to confidently use Axxess intelligence to maximize the value of Axxess solutions and support data-driven strategies across the organization.

Price: Free

Home Care What's New: Solution Updates – December 2025 is a 45-minute course comprising 7 modules that introduces essential Axxess Home Care feature updates designed to improve accuracy, compliance and efficiency. Learners will explore workflows such as marking paid tasks as pending approval, managing physician orders with send and received dates and streamlining documentation through multiple order processing. Learners will also explore advanced tools such as Change in Condition Addendum and Alerts, the Unbilled Accounts Receivable Roll Forward Report and loading previous assessment fields into care. By the end of the course, learners will be equipped to optimize payroll, billing, documentation and employee management processes.

Price: Free
Course rating:

5.0(5)

Home What’s New: Solution Updates – June 2026 is a 40-minute course that provides staff and administrators with an overview of the latest enhancements in Axxess Home Care. The training covers updates such as enabling and applying Vital Sign Parameters, activating Autofill Signature Date and Time, managing permissions for co-signatures and co-signing abilities and accessing reports like the Nonpayable Tasks Report. Learners gain both knowledge of where these features are located and their purpose, as well as practical skills to configure and apply them in daily workflows. By the end of the course, participants will be equipped to streamline documentation, strengthen compliance and improve overall care delivery.

Price: Free
Course rating: 4.3(7)

Training tailored to Home Care Aide/Caregiver documentation including editing documents and service documentation. This training is designed to be a supplement to the Home Care Solution Navigation training.  

Course Content: 
9 videos - 33m total length 

Home Care Aide Documentation 

  • My Account 
  • My Schedule 
  • Communication Notes 
  • Secure Messaging 
  • Client Center 
  • Editing Document and Service Documentation 
  • Electronic Visit Verification 
  • Mobile Documentation 
  • Reviewing Documents Returned from QA 

Category: Clinical
Price: Free
Course rating: 5.0(1)
Training tailored to Home Care LPN/LVN documentation including routine visits, missed visits, logs and addendums. This training is designed to be a supplement to the Home Care Solution Navigation training. 

Course Content: 
4 sections - 20 videos - 1h 21m total length 

Home Care LPN Documentation Part 1 
  • Editing Document and Service Documentation 
  • Electronic Visit Verification 
  • Mobile Documentation 
  • Reviewing Documents Returned from QA 
  • QA Center 
  • Missed Visits 
Home Care LPN Documentation Part 2 
  • Skilled Nurse Visit 
  • Vital Signs Charts 
  • Medication Profile and eMAR 
  • Treatment Profile and eTAR 
Home Care LPN Documentation Part 3 
  • Seizure Log 
  • Suction Log 
  • Ventilator Log 
  • Incident and Accident Log 
  • Infection Log 
  • Input and Output Log 
Home Care LPN Documentation Part 4 
  • Wound Care Flowsheet 
  • Continuous Care Flowsheet 
  • Infectious Disease Profile 
  • Immunization Profile and Allergy Profile 
Category: Clinical
Price: Free
Course rating: 5.0(1)

Training related to OASIS and Non-OASIS documentation and care plan development in Axxess Home Care. 

Course Content: 
2 videos - 9m total length 

Home Care OASIS Documentation 

  • OASIS Assessment Part 1 
  • OASIS Assessment Part 2 

Category: Clinical
Price: Free
Training tailored to Home Care RN documentation including routine visits, OASIS and Non-OASIS documentation, plan of care development and wound documentation. This training is designed to be a supplement to the Home Care Solution Navigation training. 

Course Content: 
3 sections - 35 videos - 2h 13m total length 

Home Care RN Documentation Part 1 
  • Skilled Nurse Visit 
  • Creating Orders 
  • Vital Signs Charts 
  • Medication Profile and eMAR 
  • Treatment Profile and eTAR 
  • Seizure Log 
  • Suction Log 
  • Ventilator Log 
  • Incident and Accident Log 
  • Infection Log 
  • Input and Output Log 
  • Wound Care Flowsheet 
  • Continuous Care Flowsheet 
  • Infectious Disease Profile 
  • Immunization Profile and Allergy Profile 
Home Care RN Documentation Part 2 
  • Orders Management Part 1 
  • Orders Management Part 2 
  • Orders Co-signature 
  • Supervisory Visits 
  • Emergency Preparedness Report 
  • QA Center 
  • OASIS Assessment Part 1 
  • OASIS Assessment Part 2 
  • Plan of Care Review Part 1 
  • Plan of Care Review Part 2 
  • Hospitalization Hold Process 
  • Client Chart Part 1 
  • Client Chart Part 2 
  • Document Management: Documents Overview 
Home Care RN Documentation Part 3 
  • Editing Document and Service Documentation 
  • Electronic Visit Verification 
  • Mobile Documentation 
  • Reviewing Documents Returned from QA 
  • Pending Co-Signature 
  • Missed Visits 
Category: Clinical
Price: Free
Training designed for all Home Care clinicians as an introduction to the layout and core functionalities of Axxess Home Care. It is recommended that this training be coupled with the role specific training for each clinician type. 

Course Content:  
7 sections - 39 videos - 2h 20m total length 

Home Care Solution Navigation Part 1  
  • My Account 
  • My Schedule 
  • Communication Notes 
  • Secure Messaging 
  • Client Center 
  • Axxess Planner for Office Staff 
Home Care Solution Navigation Part 2  
  • New Inquiry 
  • Referral Entry 
  • Client Admission 
  • Client Contacts 
  • Client Center 
  • Family Portal 
  • Physician Portal 
Home Care Solution Navigation Part 3  
  • Intake Process 
  • Client Chart Part 1 
  • Client Chart Part 2 
Home Care Solution Navigation Part 4 
  • Editing Document and Services Documentation 
  • Electronic Visit Verification 
  • Mobile Documentation 
  • Reviewing Documents Returned from QA 
Home Care Solution Navigation Part 5 
  • Pending Co-Signature 
  • QA Center 
  • Missed Visits  
  • Employee Permissions 
  • Personnel Notes 
Home Care Solution Navigation Part 6  
  • Creating Orders 
  • Vital Signs Charts 
  • Medication Profile and eMAR 
  • Treatment Profile and eTAR 
  • Infectious Disease Profile 
  • Immunization Profile and Allergy Profile 
Home Care Solution Navigation Part 7 
  • Seizure Log 
  • Suction Log 
  • Ventilator Log 
  • Incident and Accident Log 
  • Infection Log 
  • Input and Output Log 
  • Wound Care Flowsheet 
  • Continuous Care Flowsheet 
Category: Clinical
Price: Free
Course rating: 5.0(1)

Training tailored to Home Care therapist documentation including routine visits, OASIS and Non-OASIS documentation, plan of care development and wound documentation. This training is designed to be a supplement to the Home Care Solution Navigation training.    

Course Content: 
7 videos - 24m total length 

Home Care Therapist Documentation 

  • Skilled Nurse Visit 
  • Creating Orders 
  • Missed Visits 
  • Supervisory Visits 
  • OASIS Assessment Part 1 
  • OASIS Assessment Part 2 
  • Wound Care Flowsheet 

Category: Clinical
Price: Free
Training focused on billing various claim types in Axxess Home Care and Axxess RCM .    

Course Content: 
2 sections - 20 videos - 1h 26m total length 

Home Care Billing Part 1  
  • Billing Starts with Operations – Home Care RCM 
  • Creating and Sending Invoices Part 1 
  • Creating and Sending Invoices Part 2 
  • Outstanding Invoices and Invoice Verification 
  • Invoice History and Tracking 
  • Posting Payments and Adjustments 
  • Managed Care – Create Claims 
  • Managed Care - Outstanding Claims and Claim Verification 
  • Managed Care – Claims History and Tracking 
  • Managed Care – Claims Submission and Submission History 
Home Care Billing Part 2 
  • Introduction to Axxess Month End Reporting 
  • Month End AR Report 
  • Month End AR Roll Forward 
  • Month End Payment and Adjustment Activity 
  • Month End Earned Revenue 
  • Month End Claim and Invoice Activity Report 
  • RCM Dashboard Overview Part 1 
  • RCM Dashboard Overview Part 2 
  • RCM Clearinghouse Overview Part 1 
  • RCM Clearinghouse Overview Part 2 
Category: Financial
Price: Free

Training related to Manage Care billing including claim creation, tracking and history of the managed care claim. 

Course Content: 
4 videos - 14m total length 

Home Care Managed Care Fundamentals 

  • Managed Care – Create Claims 
  • Managed Care - Outstanding Claims and Claim Verification 
  • Managed Care – Claims History and Tracking 
  • Managed Care – Claims Submission and Submission History 

Category: Financial
Price: Free
Course rating: 4.0(1)

Training related to Axxess Home Care Month End Suite of Financial reports.    

Course Content: 
6 videos - 24m total length 

Home Care Month End Suite 

  • Introduction to Axxess Month End Reporting 
  • Month End AR Report 
  • Month End AR Roll Forward 
  • Month End Payment and Adjustment Activity 
  • Month End Earned Revenue 
  • Month End Claim and Invoice Activity Report

Category: Financial
Price: Free
Course rating: 3.0(1)